Long Term Planning

You can't predict what will happen in the future, but being prepared for what's next in life is what we can help you with. 

Only two-thirds of Americans age 65 and older will actually need long-term care at some point.  But do you know if you will be part of this group?  Our committed professionals are here to assist you with your long term needs while creating a personalized plan to protect you from long term care expenses.

Why pay out of pocket when you may be able to obtain benefits to assist you when you need care.  From a financial perspective, insurance can provide leverage to your retirement portfolio and save you out of pocket expenses in the long run.

You Have Options

Traditional Long-Term Care Insurance is an option available to you.  It can be an affordable way to attain tax-free reimbursement for qualified long-term care expenses.  Hybrid Insurance is another option available.  Also called Linked-Benefit, this solution combines long-term care coverage with a life insurance policy or annuity.

To learn more about what long-term care options fit your needs, request more information today.

Contact us at 866.451.1979